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Blog and Education

Jimmy Lee | Sep 16, 2024

Weekly Market Commentary 09.16.2024

Weekly Market Commentary

The Markets

There was a lot of good news last week!

Inflation continued to trend lower. The Consumer Price Index showed that inflation was 2.5 percent year over

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Raymond Bell | Sep 4, 2024

The Crucial Conversation During Life Insurance Awareness Month

Weekly Market Commentary

September is Life Insurance Awareness Month—but what does that really mean? While many campaigns focus on the fact that Americans are underinsured, this is only

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Jimmy Lee | Sep 3, 2024

Weekly Market Commentary 09.03.2024

Weekly Market Commentary

The Markets

After gyrating wildly throughout the month, major U.S. stock indexes finished August higher.

Despite a lot of uncertainty and some dramatic ups and

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Alisa Foster | Sep 1, 2024

The Awesome Power of Compound Interest

Weekly Market Commentary

It is often reported that Einstein may have referred to compound interest as “the most powerful force in the universe” and “the eighth wonder of the world.” And

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laptop at desk
Jimmy Lee | Aug 12, 2024

Weekly Market Commentary 08.12.2024

Weekly Market Commentary

The Markets

Markets were gripped by August jitters.

Last week, financial markets were volatile. The CBOE Volatility Index (VIX), which is known as Wall Street

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Sticky notes beside keyboard
Jimmy Lee | Jul 31, 2024

Weekly Market Commentary 07.15.2024

Weekly Market Commentary

The Markets

Will deflation continue?

In May, Pew Research asked Americans about the biggest problems facing our nation. The top three answers were:

  1. Inflati
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Man holding a book
Jimmy Lee | Jul 31, 2024

Weekly Market Commentary 07.08.2024

Weekly Market Commentary

The Markets

Despite some volatility, stock markets have been buoyant in 2024.

Enthusiasm for artificial intelligence (AI), optimism about inflation, and

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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Mark Starr | Jun 4, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

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Image of a sailboat sailing on a lake, with cloudy weather above.
Mark Starr | May 21, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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Older couple embracing on a boat overlooking a body of water
Mark Starr | Apr 22, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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Watercolor style picture of 5 carrots sprouting from the ground.
Mark Starr | Apr 3, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Alisa Foster | Apr 1, 2024

Understanding the Social Security Fairness Act

Weekly Market Commentary

Social Security is constantly evolving in an effort to better support Americans. Most of those changes tend to be gradual, such as the usual cost-of-living

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